RegoXchange Content Highlights Financial Management Series I

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1 RegoXchange Content Highlights Financial Management Series I A highlight of some of the most valuable Clarity solutions available with theworx membership on RegoXchange.

2 REGOXCHANGE FINANCIAL MANAGEMENT SERIES I INTRODUCTION Hundreds of organizations across the globe utilize CA Clarity PPM for a multitude of reasons. Whether it is for project management, resource management, capacity planning, or portfolio management, Clarity has served the PPM market space for years as the premier PPM solution. As effective and valuable as Clarity has been for so many, Rego Consulting recognized a need in the Clarity market space - an online community that allowed organizations to enhance their Clarity environments with quick access to custom developed Clarity solutions, shared and provided by the community members themselves. To this end, Rego Consulting has proudly launched RegoXchange. This publication is part of the Financial Management series, and highlights many of the most valuable and sought after custom developed Clarity solutions on RegoXchange available to all registrants with theworx membership. With theworx membership, organizations can filter through hundreds of custom developed solutions available on RegoXchange, identify content that will provide immediate value to their Clarity user base, and access these solutions with only the click of a button. The Clarity solutions available on RegoXchange are organized into easily recognizable categories, understood and valued by Clarity operational managers and administrative staff alike, such as Project Management, Portfolio Management, Resource Management, Financial Management, and many more. The solutions presented in this publication are only the beginning. We invite you to read through this document, discover some of the most valuable solutions available on RegoXchange that organizations are taking advantage of, and then take the next step by registering for FREE at All registrants have immediate access to thebasix, a sampling of the vast library of solutions available with theworx membership. CONTENTS Dashboard: Financial Summary by Charge Code- Portlet... 3 Financial Summary by Charge Code ~ Graph - Portlet... 4 Financial Summary by Charge Code ~ Graph Stacked - Portlet... 5 Financial Summary by Charge Code ~ Grid - Portlet... 6 Financially Enabled Roles - Workflow... 6 Hours and Costs by Vendor ~ Graph - Portlet... 7 Hours and Costs by Vendor ~ Grid - Portlet... 8 Post to WIP Automation

3 Dashboard: Financial Summary by Charge Code - Portlet The Dashboard: Financial Summary by Charge Code portlet displays financial information from the project summarized by Charge Code. The portlet is added to the dashboard page of a project and will pull all actuals by charge code on the project. The user may filter by date range to narrow the results. Why the Portlet is Beneficial: Normally, Clarity does not offer the ability to see actuals by charge code within the project. Instead, managers can look at actuals in their projects or at actuals by charge code. This portlet provides that view within the project to give a quick representation of charge codes. 3

4 Financially Summary by Charge Code ~ Graph - Portlet The Financial Summary by Charge Code - Graph portlet displays yearly charge code financial information across all projects in a bar graph. This portlet provides management with a snapshot of all projects financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow. The depreciation is calculated based on a straight-line method. The user may filter on OBS unit and/or portfolio to narrow down the search results. Why the Portlet is Beneficial: Normally, Clarity does not provide a single screen that compiles annual charge code information across all projects. Instead a manager has to view the financial information within each project. With this portlet and by applying filters the manager can produce a graphical representation that provides a quick and easy view of the charge code financial information. 4

5 Financial Summary by Charge Code ~ Graph Stacked - Portlet The Financial Summary by Charge Code Graph Stacked portlet displays yearly charge code financial information across all projects in a stacked bar graph. This portlet provides management with a snapshot of all projects financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow. The depreciation is calculated based on a straight-line method. The user may filter on OBS unit and/or portfolio to narrow down the search results. Why the Portlet is Beneficial: Normally, Clarity does not provide a single screen that compiles annual charge code information across all projects. Instead a manager has to view the financial information within each project. With this portlet and by applying filters the manager can produce a graphical representation that provides a quick and easy view of the charge code financial information. 5

6 Financial Summary by Charge Code ~ Grid - Portlet What the Workflow Does: The Financial Summary by Charge Code Grid portlet displays yearly charge code financial information across all projects. This portlet provides management with a snapshot of all projects financial information totaled and sorted by expense, capital, depreciation, benefit, and net cash flow. The depreciation is calculated based on a straight-line method. The user may filter on OBS unit and/or portfolio to narrow down the search results. Why the Workflow is Beneficial: Normally, Clarity does not provide a single screen that compiles annual charge code information across all projects. Instead a manager has to view the financial information within each project. With this portlet and by applying filters the manager can get specific details on charge code financial information in one view. Financially Enabled Roles Configuration Module The Financially Enable Roles modification provides the steps needed to financially enable roles. Utilizing this modification, project managers are able to estimate cost plans by staffing a role that is financially enabled. The document outlines all steps needed to financially enable roles; including the lookup, object, attributes, and processes. Why the Workflow is Beneficial: Normally, Clarity does not allow for roles to be financially enabled, only named resources. Using this modification, project managers can estimate cost plans when a known resource has not get been identified but the role has. Having financially enabled roles allows PMs to finalize their project s cost plans before all resources are identified. 6

7 Hours & Costs by Vendor ~ Graph - Portlet The Hours and Cost by Vendor - Graph portlet displays vendor hour or costs by month. Using this portlet, management is provided with a graphical representation of vendor costs or hours by month for a set of time without running a report or navigating to each resource individually. This portlet uses the monthly actual timeslices. Additionally, the user must select a date range and whether to display hours or costs. Once populated, the graph will display all vendors that currently have hours and cost for the selected date range. Why the Portlet is Beneficial: Normally, Clarity does not provide a single screen that compiles monthly vendor hours or costs. Instead a manager has to view the information within each resource or use a report. With this portlet and by applying filters the manager can produce a graphical representation that provides a quick and easy view of the vendor s hours or costs by month. 7

8 Hours & Costs by Vendor ~ Grid - Portlet The Hours and Cost by Vendor - Grid portlet displays vendor hour or costs by month grouped by vendor. Using this portlet, management is provided with a quick overview of vendor costs or hours by month for a set of time without running a report or navigating to each resource individually. This portlet uses the monthly actual timeslices. The user may filter by vendor, vendor ID, date, and hours/cost in addition to the start/finish and hours/cost. Once populated, the grid will display all vendors that currently have hours/cost for the selected time frame. Why the Workflow is Beneficial: Normally, Clarity does not provide a single screen that compiles annual charge code information across all projects. Instead a manager has to view the financial information within each project. With this portlet and by applying filters the manager can produce specific data about the monthly hours or costs per vendor. Making determining how much time/what amount is left much easier. Post to WIP Automation - Workflow The Post to WIP add-on application allows for the clarity administrator to automate the post to WIP process. The post to WIP process is one of several steps in the financials process; however, it is the one that is not automated out-of-the-box. Using this add-on, administrators are able to run the post to WIP job as a regularly scheduled job, eliminating the need to run it manually. Why the Workflow is Beneficial: Automating the Post to WIP process ensures the process is run at the determined interval, instead of relying on a manual intervention. Using the process makes sure that managers have the financial data they need when it is expected. 8